Net Worth  
Determining your net worth will give you an accurate picture of your financial situation. One important tool is a balance sheet, which summarizes your assets and liabilities and reveals your net worth. This calculator was designed to help you get a handle on your current financial situation.
     

Assets:
(In the spaces below, write down the present value for the items you own.)

Home

$

Furnishings

$

Automobiles

$

Jewelry and other valuables

$

Investments (stocks, bonds, CDs, real estate)

$

Bank account balances

$


Liabilities:
(Write down the amount you still owe on loans and other debts.)

Mortgage balance

$

Automobile loans

$

Bank loans

$

Personal loans

$

Credit card balances

$

Other debts

$
 
   
   
Conaway And Conaway
3000 E Birch St. Suite 109 Brea, CA 92821
Phone: 714-577-8758 Fax: 714-577-8019
www.conawayandconaway.com info@conawayandconaway.com

Registered Representative of and securities offered through QA3 Financial Corp. Member FINRA/SIPC. Investment Advisor Representative of and Advisory Services offered through QA3 Financial, LLC an SEC Registered Investment Advisory Firm. Conaway & Conaway and QA3 are not affiliated companies.

www.finra.org

www.sipc.org

 


 

CA LIC # 0752565 and # 0798863